EQ Bank | Equitable Bank Logo

EQ Bank | Equitable Bank

Senior Manager, Financial Systems & Data Analytics

Posted 25 Days Ago
Be an Early Applicant
Hybrid
Toronto, ON, CAN
Senior level
Hybrid
Toronto, ON, CAN
Senior level
Lead governance, maintenance, and enhancement of Anaplan and finance data processes. Ensure month/quarter close data integrity, support budgeting/forecast cycles, deliver reporting and ad hoc financial analysis, drive process improvement and automation, and manage a team of reporting/data resources while partnering across Finance, Technology, Data, and Risk stakeholders.
The summary above was generated by AI

Purpose of the Job 

The Senior Manager, Financial Systems & Data Analytics will lead the governance, maintenance, and continuous improvement of Anaplan, Finance data models, GL-sourced data processes, reporting, and analytics capabilities. This role supports management decision-making, regulatory reporting, planning, month-end close, and Finance transformation initiatives through strong system ownership, data controls, and partnership with FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholders. 

The Work!

    Maintenance of Financial Data & Systems (35%) 

    • Oversee the maintenance, governance, and ongoing enhancement of Anaplan and related Finance data processes, including integrations, master data alignment, access management, documentation, and controls. 

    • Ensure month-end and quarter-end data in Anaplan, key Finance tables, and downstream reporting processes is accurate, complete, reconciled, and available within required close timelines. 

    • Lead Anaplan readiness and execution support for budgeting, forecasting, and planning cycles, including model preparation, version and scenario management, data loads, validation, and issue resolution. 

    • Partner with Operations, Technology, Data/EDM, FP&A, Accounting, Finance leadership, Risk/Controls, and business stakeholders to validate GL-sourced data, support mappings and integrations, and define downstream reporting requirements. 

    • Provide technical leadership across financial models, SQL, Power BI, Power Query, DAX, automation, data cleansing, reporting controls, and management reporting. 

    Enhance Financial Analyses and Processes (20%) 

    • Define, prioritize, and deliver enhancements to Anaplan, financial models, reporting processes, budgeting and forecasting tools, and Finance data infrastructure in partnership with FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholders. 

    • Own the intake, prioritization, and roadmap for Anaplan and Finance reporting enhancements, balancing business needs, control requirements, and delivery capacity. 

    • Lead change management activities, including impact assessment, release planning, user acceptance testing, stakeholder communications, training, and post-implementation support. 

    • Drive continuous improvement of Finance processes with a focus on efficiency, auditability, governance, automation, and risk management. 

    • Coordinate with internal teams and external implementation or support partners to deliver enhancements, resolve defects, and support Finance transformation priorities. 

    Financial Analysis/Ad hoc Reporting (30%) 

    • Lead ad hoc reporting and analysis requests for Finance leadership, FP&A, Accounting, Risk/Controls, Technology, Data/EDM, and business stakeholders, ensuring deliverables are accurate, insightful, timely, and clearly communicated. 

    • Oversee the collection, consolidation, analysis, and interpretation of financial data and key performance metrics from multiple systems and business areas. 

    • Support broader Accounting, Finance, and enterprise initiatives by providing analytical leadership, subject matter expertise, and practical recommendations. 

    Team Leadership and People Management (15%) 

    • Lead delivery of Finance initiatives by managing priorities, timelines, risks, dependencies, and stakeholder expectations. 

    • Manage, coach, and develop reporting resources by setting clear expectations, providing feedback, and supporting technical and professional growth. 

    • Identify training, cross-functional exposure, and development opportunities to strengthen team capability and effectiveness. 

Your Experience!

    • a Bachelor or Master degree in Accounting, Finance, Business, Computer Science, or a related field required; CPA, CFA, or similar designation considered an asset. 

    • 7 to 10 years of progressive experience in Finance systems, reporting, analytics, data management, or Finance transformation. 

    • Hands-on experience with Anaplan administration, model management, enhancements, lists and hierarchies, access management, imports/exports, versioning, budgeting, forecasting, and reporting support is strongly preferred. 

    • Experience working with general ledger platforms or GL-sourced data, including integrations, controls, reporting structures, reconciliations, and downstream reporting requirements. 

    • Advanced experience with Power BI, Power Query, SQL, data modelling, reporting architecture, data quality controls, and automation tools such as VBA or Python. 

    • Strong understanding of month-end and quarter-end close, budgeting and forecasting cycles, internal controls, reconciliations, management reporting, and financial modelling. 

    • Demonstrated experience leading process improvement, reporting modernization, system enhancement, change management, or Finance transformation initiatives. 

    • Previous people leadership or team management experience is strongly preferred. 

    • Strong executive communication, analytical, problem-solving, prioritization, and organizational skills, with the ability to work independently and collaboratively across FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholder groups. 

EQ Bank | Equitable Bank Toronto, Ontario, CAN Office

30 St Clair Avenue West, Suite 700, Toronto, Ontario, Canada, M4V 3A1

Similar Jobs

Yesterday
Hybrid
Toronto, ON, CAN
Entry level
Entry level
eCommerce • Fashion • Retail • Sales • Wearables • Design
Provides personalized styling advice, product recommendations, and customer service in a Kate Spade retail store. Responsibilities include driving sales through customer engagement and storytelling, completing POS transactions, maintaining stockroom organization, supporting virtual selling, and collaborating with the team. The role requires flexible scheduling, retail experience, strong communication skills, and the ability to perform physical tasks such as lifting, bending, and maneuvering through sales and stockroom areas.
Top Skills: Pos
2 Days Ago
Hybrid
Toronto, ON, CAN
Senior level
Senior level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Lead analyst responsible for managing a portfolio of Canadian banks, non-bank financial institutions, and credit unions. Perform ongoing financial and credit analysis, prepare rating committee presentations, reports and press releases, attend issuer meetings, participate in rating committees, and maintain client relationships. Produce surveillance, research, and written analysis while collaborating with the ratings team.
Top Skills: Bloomberg
2 Days Ago
In-Office
Senior level
Senior level
Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
Leads functional systemization and solution design for radio and wireless communication products. Translates customer, market, regulatory, and product requirements into system requirements, interfaces, behaviors, and acceptance criteria. Leads feasibility studies, architecture evaluations, and technical investigations; provides recommendations, root-cause analysis, and technical leadership across hardware, software, security, verification, and product management teams. Supports secure-by-design development, compliance, planning, prioritization, mentoring, and global stakeholder alignment.
Top Skills: CybersecurityRadio Access Networks (Ran)TelecommunicationsWireless Communication Systems

What you need to know about the Toronto Tech Scene

Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account